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CIK: 0001084683
Total reported value
$2.1B
$2.1B
106 檔
22.5%
At the close of Q1 2025, Greenwood Gearhart LLC disclosed equity holdings valued at approximately $2.1B, spread across 106 reported holdings.
In Q1 2025, Greenwood Gearhart LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.02% | +0.22% | +2.18% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.72% | +0.20% | +7.42% | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.69% | -0.43% | +17.83% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 4.06% | -0.24% | +7.71% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.03% | -0.46% | +50.96% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.10% | -0.50% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.57% | -0.09% | +17.94% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.54% | -0.80% | -10.63% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.32% | -0.13% | +0.87% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.08% | -0.36% | +10.05% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.15% | -1.05% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.51% | -1.82% | +14.87% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.34% | -0.22% | -5.13% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 2.17% | +0.07% | +6.47% | |
| 15 | XLI | Ss Industrial Select Sector | ETF-Other | 2.17% | +0.04% | +4.19% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.16% | -0.11% | +4.71% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.14% | +3.54% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.11% | +0.15% | +9.52% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.11% | +0.07% | +13.65% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.06% | +0.39% | +10.15% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.85% | +0.20% | -1.64% | |
| 22 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 1.75% | +0.32% | +3.69% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.51% | +0.02% | -2.62% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.40% | +1.36% | +0.66% | |
| 25 | VDE | Vanguard Energy ETF | ETF-Other | 1.33% | -0.39% | +10.54% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.16% | +0.02% | -0.14% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | — | -2.09% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.09% | -3.60% | |
| 29 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.09% | — | -3.64% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.08% | -0.11% | -4.36% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.92% | -0.01% | -5.53% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.86% | — | +6.11% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.85% | +0.01% | NEW | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.23% | +0.62% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | -0.01% | -6.18% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.67% | -0.01% | -0.83% | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.67% | — | +21.55% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.01% | -8.38% | |
| 39 | J | Jacobs Solutions Inc | Stock-Industrials | 0.60% | -0.05% | +6.95% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.02% | +3.70% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.10% | -0.13% | |
| 42 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.52% | -0.06% | -1.73% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.21% | -16.87% | |
| 44 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.49% | -0.06% | -2.38% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | -9.56% | |
| 46 | HOMB | Home Bancshares Inc | Stock-Financials | 0.42% | -0.03% | -0.34% | |
| 47 | ETR | Entergy CORP | Stock-Utilities | 0.20% | -0.01% | +66.37% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.04% | -13.95% | |
| 49 | TOST | Toast Inc-class A | Stock-Tech | 0.16% | — | — | |
| 50 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.15% | -0.01% | -21.41% |
According to official SEC Form 13F filings, Greenwood Gearhart LLC reported a total U.S. public equity portfolio value of $2.1B across 106 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SCHX, IGIB) accounted for 22.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $144.9M
During Q1 2025, Greenwood Gearhart LLC's top holdings by market value included VOO (10.0%)、SCHX (9.7%)、IGIB (5.7%). The largest single position, VOO, represented 10.0% of total portfolio value.
In Q1 2025, Greenwood Gearhart LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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